HM Payson & Co’s IDEX IEX Stock Holding History

HM Payson & Co’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	-$1.29K	–	1086
2024 Q3	$1.29K	Buy	+6	New	+$1.21K	﹤0.01%	1006

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

HM Payson & Co's IEX Position: Q4 2024 in Review

HM Payson & Co sold out of IDEX (IEX) in Q4 2024, closing a stake of 6 shares — an estimated $1.29K sold.

HM Payson & Co first reported a position in IEX in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

HM Payson & Co reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 6 IDEX shares in Q4 2024, an estimated $1.29K.
HM Payson & Co first reported a position in IDEX in Q3 2024 and held it in 1 quarter.
HM Payson & Co's IDEX position peaked at $1.29K in Q3 2024.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.